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Corecap Advisors CRD 158819
$3.99B regulatory AUM 8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-28 |
| NH | RA | APPROVED | 2026-01-16 |
| AZ | RA | APPROVED | 2025-04-15 |
| CA | RA | APPROVED | 2024-06-27 |
| ME | RA | APPROVED | 2024-06-10 |
| WV | RA | APPROVED | 2024-05-29 |
| OH | RA | APPROVED | 2024-05-25 |
| TX | RA | APPROVED_RES | 2023-12-07 |
| SC | RA | APPROVED | 2022-07-06 |
| NV | RA | APPROVED | 2022-02-04 |
| NC | RA | APPROVED | 2021-05-19 |
| FL | RA | APPROVED | 2019-12-11 |
| NJ | RA | APPROVED | 2019-03-12 |
| DE | RA | APPROVED | 2019-03-08 |
| MD | RA | APPROVED | 2019-03-08 |
| PA | RA | APPROVED | 2019-03-08 |
Branch Locations
51 Woodland Dr, Glen Mills, PA 19342 • United States
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daniel A. White & Associates | Glen Mills | PA | 09/2013 | Present |
| Corecap Advisors, Llc | Southfield | MI | 03/2019 | Present |
Daniel A. White & Associates - 51 Woodland Drive, Glen Mills, PA 19342. Director of Marketing and Operations - Has client service meetings regarding annuities and annuity sales; approximately 10-20 hours per month. Has insurance license
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-20 |
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